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IPG Investment Advisors’s Evolent Health EVH Stock Holding History

IPG Investment Advisors’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12,970
Closed -$160K – 154
2017
Q4 		$160K Buy
12,970
+2,010
+18% +$28.3K 0.07% 135
2017
Q3 		$195K Buy
+10,960
New +$226K 0.07% 129
2017
Q2 		– Sell
-9,250
Closed -$206K – 144
2017
Q1 		$206K Buy
+9,250
New +$178K 0.09% 120

Other funds holding EVH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

IPG Investment Advisors's EVH Position: Q1 2018 in Review

IPG Investment Advisors sold out of Evolent Health (EVH) in Q1 2018, closing a stake of 12,970 shares — an estimated $160K sold.

IPG Investment Advisors first reported a position in EVH in Q1 2017 and held it in 3 quarters. The position peaked at $206K in Q1 2017. 152 funds tracked by Wall St. Rank hold EVH as of Q1 2018.

  • IPG Investment Advisors reported no remaining Evolent Health position as of Q1 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 12,970 Evolent Health shares in Q1 2018, an estimated $160K.
  • IPG Investment Advisors first reported a position in Evolent Health in Q1 2017 and held it in 3 quarters.
  • IPG Investment Advisors's Evolent Health position peaked at $206K in Q1 2017.
  • 152 funds tracked by Wall St. Rank held Evolent Health as of Q1 2018.

Based on IPG Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.